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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,247 | $152,612-14.0% | $125,192+4.8% | $152,897-14.2% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 18.95% | 54.85%-35.9pp | 43.79%-24.8pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,667 | $4,947-46.1% | $3,866-31.0% | $4,764-44.0% |
| Participant deferral / active EE | $9,099 | $5,868+55.0% | $4,937+84.3% | $5,851+55.5% |
| Admin fee / account holder | $6,430 | $13,437-52.1% | $9,704-33.7% | $11,599-44.6% |